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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,962 | $27,639-89.3% | $61,501-95.2% | $68,490-95.7% |
| Participation rate | 5.7% | 39.5%-33.8pp | 52.6%-46.9pp | 67.9%-62.2pp |
| Annual return | 0.00% | -13.19%+13.2pp | 339.04%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $172 | $1,264-86.4% | $2,125-91.9% | $4,028-95.7% |
| Admin fee / account holder | $45 | $2,012-97.8% | $2,132-97.9% | $5,403-99.2% |